IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,805 hedge funds and large institutions have $38.1B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 651 increasing their positions, 699 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
-42
Holders Change %
-2.27%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.54%
New
103
Increased
651
Reduced
699
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$218M
2
SW
SoFi Wealth
California
+$168M
3
LPL Financial
LPL Financial
California
+$91.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$69.4M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$65.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$309M
2
HNB
Huntington National Bank
Ohio
-$270M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$129M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$128M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
651
Clearview Wealth Advisors
Oregon
$2.33M -$259K -2,790 -10%
5W
652
5T Wealth
California
$2.33M +$300K +3,237 +15%
CIA
653
Choate Investment Advisors
Massachusetts
$2.31M – – –
EFG
654
Elios Financial Group
Ohio
$2.3M -$10.2K -110 -0.4%
SPI
655
Sutton Place Investors
New York
$2.29M +$54.1K +583 +2%
MWS
656
MFA Wealth Services
California
$2.28M -$14.8K -159 -0.6%
SWA
657
Strategies Wealth Advisors
Michigan
$2.26M -$34.3K -369 -1%
LA
658
Lane & Associates
New Jersey
$2.25M -$37.2K -401 -2%
TLFA
659
True Link Financial Advisors
California
$2.24M +$2.24M +24,178 New
SFG
660
Sovereign Financial Group
Connecticut
$2.24M -$86.9K -936 -4%
SIA
661
Schechter Investment Advisors
Michigan
$2.24M +$62.5K +673 +3%
HSA
662
HBK Sorce Advisory
Pennsylvania
$2.23M +$156K +1,684 +8%
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$2.23M +$713K +7,680 +47%
CCA
664
Coign Capital Advisors
Utah
$2.22M +$150K +1,612 +7%
MWA
665
Meridian Wealth Advisors
Texas
$2.21M +$2.32K +25 +0.1%
EK
666
Evensky & Katz
Florida
$2.21M -$4.27K -46 -0.2%
CFG
667
Cooper Financial Group
California
$2.21M +$599K +6,454 +37%
National Bank of Canada
668
National Bank of Canada
Quebec, Canada
$2.2M -$386K -4,166 -15%
CPA
669
Capital Performance Advisors
California
$2.19M +$102K +1,095 +5%
IWM
670
Iams Wealth Management
Nebraska
$2.19M -$357K -3,849 -14%
TF
671
TME Financial
California
$2.17M -$865K -9,322 -28%
SAW
672
Signal Advisors Wealth
Michigan
$2.17M -$632K -6,803 -23%
BP
673
Ballentine Partners
Massachusetts
$2.17M – – –
JIC
674
Joel Isaacson & Co
New York
$2.16M -$31.5K -339 -1%
LF
675
Lighthouse Financial
Florida
$2.14M – – –
25 26
27
28 29